PSR vs USRT

APSR

BUSRT

Measures won1–5USRT wins · of 6 · 5Y

$10,000 · 5Y$11,871USRT · PSR $10,602

Lowest cost0.08%USRT · $8 on $10k

Most income2.72%USRT · $272 on $10k

Smallest drop−11.2%PSR · worst fall in 1Y

Held in common54.8%PSR and USRT

PSR

USRT

Invesco Active U.S. Real Estate ETF · $58MiShares Core U.S. REIT ETF · $4.3B

+14.0%3 years · per year$14,831 · $15,948+16.8%

+1.2%5 years · per year$10,602 · $11,871+3.5%

0.35%Expense ratio$35 · $8 on $10k · lower wins0.08%

2.67%12-mo yield$267 · $272 on $10k2.72%

−11.2%Worst dropSmaller wins−12.4%

13.9%VolatilityLower wins13.6%

1–5USRT wins

$10,000 · 5 yearsOne scale

Shared top holdingsPSR · USRT

10.5%WELL9.0%

8.6%PLD6.9%

7.4%EQIX6.1%

6.0%DLR4.3%

Held in common54.8%

End-of-day Nov 3, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
2	APSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.67%	+0.1%	+15.2%	+15.1%	+14.0%	+1.2%	−11.2%	$58M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BUSRT	iShares Core U.S. REIT ETFRead Desk		0.08%	2.72%	+0.2%	+15.3%	+15.3%	+16.8%	+3.5%	−12.4%	$4.3B
2	APSR	Invesco Active U.S. Real Estate ETFRead Desk		0.35%	2.67%	+0.1%	+15.2%	+15.1%	+14.0%	+1.2%	−11.2%	$58M

End-of-day Nov 3, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

PSR vs USRT

PSR

Invesco Active U.S. Real Estate

$10,602

USRT

iShares Core U.S. REIT

$11,871

MeasurePSRUSRT

Fee0.35%0.08%

Cost on $10k a year$35$8

Yield2.67%2.72%

5 years, per year+1.2%+3.5%

3 years, per year+14.0%+16.8%

Worst drop · 1Y−11.2%−12.4%

Volatility · 1Y13.9%13.6%

4–1measures won
USRT first

54.8%

holdings shared

Nov 3, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+32.8%

VIGVanguard

+14.0%

+32.8%Year to date+14.0%

3.0%Yield1.5%

$121BAssets$109B

2–0SCHD wins

End-of-day Nov 3, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+7.5%

JEPIJ.P. Morgan

+7.0%

+7.5%Year to date+7.0%

12.3%Yield8.0%

$41.8BAssets$46.0B

2–0JEPQ wins

End-of-day Nov 3, 2026

SPYM vs SPY

YTD

SPDRSPYM

+11.5%

SPYSPDR

+11.5%

+11.5%Year to date+11.5%

1.0%Yield1.0%

$185BAssets$798B

0–0level

End-of-day Nov 3, 2026

Overlap: PSR, USRT

Today

54.8%most shared, PSR and USRT

PSRUSRT

PSR—54.8%

USRT54.8%—

End-of-day Nov 3, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$264most kept, USRT

USRT$272 − $8 = $264

PSR$267 − $35 = $232

KeptFee

End-of-day Nov 3, 2026 · yield in dollars minus the fee